Financial Advisor with Healthcare Background
il y a 17 jours
Saint Paul
Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Leverage Your Healthcare Background for a Rewarding Career: • Build Direct Client Relationships: Professionals from healthcarewhether it's pharma, medical sales, or clinical rolesare drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries., • Make a Meaningful Impact: Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether its helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives., • Unlimited Growth Potential: As healthcare professionals understand the complexities of lifes important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career., • A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.Meet Our Leaders: Josh Willour Managing Director: • Time with Northwestern Mutual: 16 years, • Previous Experience: Started as an intern and has built his career with Northwestern Mutual since., • Outside Interests: Passionate about family lifespending time with his wife and their five kids traveling, enjoying sports, and being together as often as possible.Seth Hendricks Financial Representative:, • Time with Northwestern Mutual: 6 years, • Previous Experience: Former Police Officer, • Outside Interests: Enjoys running marathons and Ragnar races, creative play with his son and daughter, and movie nights with his wife.Halsted Knutson Wealth Management Advisor:, • Time with Northwestern Mutual: 4 years, • Previous Experience: Was pursuing a Doctorate in Chiropractic Care before joining NM., • Outside Interests: Loves traveling with his wife and four kids, trying new coffee shops, staying active, coaching his daughters softball team, and spending time outdoors.Dave Dettmann Wealth Management Advisor:, • Time with Northwestern Mutual: 14 years, • Previous Experience: Former teacher and photographer, • Outside Interests: Enjoys time with family and friends, boating, wakeboarding, and attending music festivals.Michelle Lother Associate Wealth Management Advisor and College Unit Director:, • Time with Northwestern Mutual: 5 years, • Previous Experience: Graduated from Mankato State University with a degree in General Finance; played college basketball., • Outside Interests: Loves walking her dog, exploring new breweries, traveling with her fianc, and tackling new home projects.About Us: The Willour District of Northwestern Mutual is a high-performing, purpose-driven team within NMTC East. With a strong culture of collaboration, leadership, and impact, were committed to helping clients build better financial futures while developing top-tier advisors. Known for our innovation, diversity, and nationally ranked internship program, we also give back through causes like Pinky Swear and Best Christmas Ever. Here, success is sharedand built to last. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Position Perks:, • Significant bonus opportunity commensurate with outcomes, • Dental insurance, • Health insurance, • Life insurance, • Retirement plan, • Vision insurance, • Ongoing professional development, • Local culture of support and positive recognitionQualifications:, • Education: A bachelor's degree is preferred., • Experience: Previous experience in financial services, insurance or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Josh Willour is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.